Planning for Retirement

A Secure Future

Think ahead toward a time when you can spend more time doing what you want to do.

We can help you achieve the retirement you want at a time which suits you. This involves having a good handle on what you have saved already to begin with. Then we look at how much you will need in order to retire. The next step is to build a plan to help you get there.

Whilst pensions are an important part of retirement planning for most people because of the tax relief on contributions and tax efficient growth, there are a wide range of other options.

Once a goal has been established, a budget can be agreed and priorities made.

A PENSION IS A LONG TERM INVESTMENT THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

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We have used Banks Wealth since the company was formed and prior to that Steve Danson for many years for all our financial advice. We have been very satisfied with the service provided which has not only been done in a professional manner but also in a very approachable and friendly way. We wish the company well and hope it continues to go from strength to strength.

Jean and Godfrey Thompson

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We've used Steve's services for many years now and we are enjoying in our retirement the fruits of his professionalism, advice and everyday common sense. We have no doubts about Steve's knowledge and sound advice and as such, he is now advising both our son and his family and our daughter and hers, we trust and respect him and as he has now added excellent staff to his team, as the song goes, things will only get better

Graham Mitchell

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For several years I have trusted the advice given by yourselves and have always been dealt with in a very professional and understanding way. The advice has always been tailored to my specific needs. I hope to continue for many years to come.

Important Links

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit

Contact Us

Company registration number 7509349. Company registered in England and Wales. Registered office: The Old Bank, 77 Railway Rd, Brinscall, PR6 8RJ. “The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.” Banks Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Banks Wealth Management LTD is entered on the FCA register (www.fca.org.uk/register) under reference 729590.

Banks Wealth Management, Chartered Financial Planners Preston, Chorley, Blackburn provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Banks Wealth Management, Chartered Financial Planners Preston, Chorley, Blackburn, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.